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2 articles
The AI Boom Is Becoming an Infrastructure Business
AI still gets discussed like a software category, but the economics are drifting toward energy, construction, procurement, and finance. That shift will shape who can compete far more than another season of model demos.
AI Infrastructure Has Left the Cloud Abstraction Layer
The industry spent years talking about AI as if it were just another software category. The money now moving into power, cooling, land, and grid access says otherwise: AI has become an infrastructure business with a software veneer.